- US Bank (Milwaukee, WI)
- …USBFS. Research client's products and existing services to identify sales opportunities. Coordinate interdepartmental meetings to facilitate open communication among ... NA for reasonableness and accuracy. Prepare and complete transfer agent audit request and information for SEC Exams. Review...more days per week and the flexibility to work outside the office location for the other days. If… more
- US Bank (Milwaukee, WI)
- …Ability to review returns for taxability and reporting of account types, transactions, sales , cost basis, etc. Tax Preparation and Review: - Preparation, review, and ... or Finance (master's degree preferably). - CPA or Enrolled Agent (EA) certification. - 10+ years of related fiduciary...and what may be needed to thrive in and outside work. That's why our benefits are designed to… more